Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ELP
Energy CO Of Parana

Utilities
13K
+ 6683.08%
$7.01 - $9.24 $91.4K - $120K
13.2K $120K
FLO
Flowers Foods Inc

Consumer Defensive
7.88K
+ 315.03%
$15.86 - $19.21 $125K - $151K
10.4K $165K
MFC
Manulife Financial Corp

Financial Services
3.52K
+ 47.44%
$26.93 - $32.44 $94.8K - $114K
10.9K $349K
PMO
Putnam Municipal Opportunities Trust

Financial Services
12K
New
$9.46 - $10.23 $114K - $123K
12K $118K
RPM
Rpm International Inc

Basic Materials
1.08K
+ 368.03%
$96.97 - $117.58 $105K - $127K
1.38K $151K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.4K
+ 379.4%
$69.8 - $85.28 $97.7K - $119K
1.77K $146K
RSG
Republic Services, Inc.

Industrials
447
+ 33.86%
$227.2 - $258.07 $102K - $115K
1.77K $435K
EAD
Allspring Income Opportunities Fund

Financial Services
16.4K
New
$6.11 - $7.06 $100K - $116K
16.4K $115K
DISV
Dimensional ETF Tr Dimensional

ETFs
398
+ 1.48%
$25.93 - $32.91 $10.3K - $13.1K
27.2K $895K
FLR
Fluor Corp

Industrials
402
+ 6.6%
$30.86 - $51.42 $12.4K - $20.7K
6.5K $333K
VCR
Vanguard Consumer Discretionar

ETFs
184
+ 14.05%
$290.42 - $364.35 $53.4K - $67K
1.49K $541K
CGUS
Capital Group Core Equity ETF
575
+ 2.19%
$29.93 - $36.93 $17.2K - $21.2K
26.9K $992K
CHTR
Charter Communications, Inc.

Communication Services
248
+ 87.63%
$321.68 - $427.25 $79.8K - $106K
531 $217K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
13.8K
+ 2228.99%
$6.66 - $8.12 $92.2K - $112K
14.5K $117K
FBT
First Trust Nyse Arca Biotechn

ETFs
978
+ 19.5%
$145.67 - $165.99 $142K - $162K
5.99K $966K
IVZ
Invesco Ltd.

Financial Services
5.11K
+ 9.87%
$12.14 - $15.77 $62.1K - $80.6K
56.9K $897K
NICE
Nice Ltd.

Technology
643
+ 285.78%
$141.3 - $178.32 $90.9K - $115K
868 $146K
TSI
Tcw Strategic Income Fund Inc

Financial Services
23K
New
$4.73 - $4.96 $109K - $114K
23K $112K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.32K
+ 874.83%
$66.94 - $88.47 $88.4K - $117K
1.47K $121K
FISV
Fiserv Inc

Technology
875
+ 11.34%
N/A
8.59K $1.08M
WPM
Wheaton Precious Metals Corp.

Basic Materials
432
+ 7.56%
$70.56 - $92.75 $30.5K - $40.1K
6.15K $552K
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.43K
+ 3323.29%
$33.85 - $44.55 $82.1K - $108K
2.5K $110K
HRB
H&R Block Inc

Consumer Cyclical
1.96K
+ 64.76%
$54.32 - $63.04 $106K - $123K
4.98K $273K
EPR
Epr Properties

Real Estate
1.74K
+ 153.57%
$43.53 - $59.11 $75.9K - $103K
2.88K $167K
MATW
Matthews International Corp

Industrials
4.51K
+ 4173.15%
$18.8 - $24.36 $84.7K - $110K
4.62K $110K
SWX
Southwest Gas Holdings, Inc.

Utilities
1.45K
+ 367.68%
$66.91 - $76.44 $96.7K - $110K
1.84K $136K
AXSM
Axsome Therapeutics, Inc.

Healthcare
1.06K
+ 361.77%
$95.65 - $116.49 $101K - $123K
1.35K $141K
IONQ
Ion Q, Inc.

Technology
704
+ 19.12%
$20.68 - $48.04 $14.6K - $33.8K
4.39K $188K
MKL
Markel Corp

Financial Services
46
+ 38.33%
$1678.5 - $1997.36 $77.2K - $91.9K
166 $331K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
8K
New
$11.4 - $13.51 $91.2K - $108K
8K $107K
CSL
Carlisle Companies Inc

Industrials
267
+ 157.06%
$317.1 - $408.5 $84.7K - $109K
437 $163K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
19.5K
New
$4.41 - $5.47 $86.2K - $107K
19.5K $106K
NNN
National Retail Properties, Inc.

Real Estate
2.42K
+ 117.78%
$37.56 - $43.42 $90.8K - $105K
4.47K $193K
QBTS
D Wave Quantum Inc.

Technology
7.08K
+ 2510.99%
$6.22 - $19.04 $44K - $135K
7.36K $107K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
7K
New
$14.51 - $15.62 $102K - $109K
7K $105K
MET
Metlife Inc

Financial Services
1.29K
+ 13.37%
$68.42 - $82.49 $87.9K - $106K
10.9K $876K
NGG
National Grid PLC

Utilities
1.11K
+ 43.43%
$62.74 - $74.79 $69.8K - $83.2K
3.68K $273K
ERC
Allspring Multi Sector Income Fund

Financial Services
11.1K
New
$8.53 - $9.45 $94.5K - $105K
11.1K $104K
GPC
Genuine Parts CO

Consumer Cyclical
793
+ 21.78%
$105.54 - $129.09 $83.7K - $102K
4.43K $537K
MARA
Marathon Digital Holdings, Inc.

Financial Services
4.59K
+ 555.02%
N/A
5.42K $122K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
3K
+ 6521.74%
$27.26 - $34.48 $81.8K - $103K
3.05K $105K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
9.76K
New
$10.17 - $10.91 $99.2K - $106K
9.76K $103K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
4.77K
+ 101.66%
$15.5 - $20.28 $73.9K - $96.7K
9.46K $191K
RBCAA
Republic Bancorp Inc

Financial Services
1
+ 0.01%
$60.5 - $74.04 $60.5 - $74
11.1K $814K
CVS
Cvs Health Corp

Healthcare
1.02K
+ 3.94%
$60.04 - $70.18 $61.1K - $71.4K
26.8K $1.85M
SLG
Sl Green Realty Corp

Real Estate
1.63K
+ 2432.84%
$47.9 - $65.94 $78.1K - $107K
1.7K $105K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
3.51K
New
$28.18 - $29.22 $98.9K - $103K
3.51K $102K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
164
+ 64.57%
$328.01 - $475.68 $53.8K - $78K
418 $195K
AVXL
Anavex Life Sciences Corp.

Healthcare
10.3K
+ 92.55%
$7.37 - $9.63 $75.7K - $98.9K
21.4K $196K
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
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